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Commercial Insurance Account Manager
2 months ago
Join Alera Group as a Commercial Insurance Account Manager, where you will play a pivotal role in our Property and Casualty team.
About Us:
Alera Group has been dedicated to delivering exceptional client service since our inception in 1999. We pride ourselves on our integrity and commitment to helping businesses navigate their insurance needs effectively.
Key Responsibilities:
As a Commercial Insurance Account Manager, your primary duties will include:
1. Serving as the main point of contact for clients, ensuring their needs are met with high satisfaction.
2. Collaborating with assigned Producers to market and secure new business opportunities.
3. Coordinating annual renewals and preparing materials for client meetings.
4. Maintaining comprehensive client databases and managing records efficiently.
5. Adhering to operational policies to ensure quality service delivery.
6. Managing client communications and action items within our CRM system.
7. Ensuring compliance with all regulatory requirements regarding documentation and record retention.
8. Responding promptly to client and producer inquiries in a professional manner.
9. Collecting and analyzing data for new and renewal accounts.
10. Participating in training sessions and agency meetings.
Qualifications:
The ideal candidate will possess:
- A minimum of 4 years of experience in a similar role, such as a Commercial Lines Account Manager or Underwriter.
- A valid Property & Casualty license.
- Proficiency in Microsoft Office Suite, particularly Word and Excel.
- Strong interpersonal skills and a commitment to delivering outstanding customer service.
- Familiarity with the EPIC management system is preferred.
Benefits:
Alera Group offers a comprehensive benefits package, including medical, dental, short-term and long-term disability, life insurance, a 401k plan, paid time off, and more.
Diversity Commitment:
We value diversity and are committed to creating an inclusive environment for all employees. All applicants will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.
